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Reilly Financial Advisors’s Bright Horizons BFAM Stock Holding History

Reilly Financial Advisors’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-225
Closed -$27K – 937
2018
Q3 		$27K Hold
225
– – ﹤0.01% 479
2018
Q2 		$23K Hold
225
– – ﹤0.01% 459
2018
Q1 		$22K Buy
+225
New +$21.9K ﹤0.01% 462

Other funds holding BFAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Reilly Financial Advisors's BFAM Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Bright Horizons (BFAM) in Q4 2018, closing a stake of 225 shares — an estimated $27K sold.

Reilly Financial Advisors first reported a position in BFAM in Q1 2018 and held it in 3 quarters. The position peaked at $27K in Q3 2018. 303 funds tracked by Wall St. Rank hold BFAM as of Q4 2018.

  • Reilly Financial Advisors reported no remaining Bright Horizons position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 225 Bright Horizons shares in Q4 2018, an estimated $27K.
  • Reilly Financial Advisors first reported a position in Bright Horizons in Q1 2018 and held it in 3 quarters.
  • Reilly Financial Advisors's Bright Horizons position peaked at $27K in Q3 2018.
  • 303 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.